KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$807K
3
+$776K
4
PLTR icon
Palantir
PLTR
+$741K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$585K

Top Sells

1
+$529K
2
+$441K
3
+$211K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$138K
5
CVX icon
Chevron
CVX
+$138K

Sector Composition

1 Technology 15.49%
2 Healthcare 12.02%
3 Communication Services 8.33%
4 Financials 6.65%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$0 ﹤0.01%
3
802
$0 ﹤0.01%
8
803
– –
-74
804
$0 ﹤0.01%
2
805
$0 ﹤0.01%
6
806
– –
-11
807
– –
-155
808
– –
-17
809
$0 ﹤0.01%
+10
810
$0 ﹤0.01%
6
811
$0 ﹤0.01%
1
812
$0 ﹤0.01%
4
813
$0 ﹤0.01%
40
814
$0 ﹤0.01%
69
815
$0 ﹤0.01%
64
816
$0 ﹤0.01%
+1
817
– –
-25
818
$0 ﹤0.01%
5
819
$0 ﹤0.01%
25
820
$0 ﹤0.01%
+10
821
– –
-410
822
– –
-1,000
29 30 31 32
33